Senior Financial Analyst

CFS; Appleton (WI); On-site; USD 85,000 - 105,000; Full time

Job summary

CFS is seeking a Senior Financial Analyst in Wisconsin to partner with senior leadership and translate financial data into actionable insights. You will build and maintain models to support forecasting, planning, strategy, and decision-making.

Join a growth-focused organization that values entrepreneurial thinking, high performance, and professional development through strategic projects and automation initiatives.

Qualifications

• Bachelor's degree or higher in Accounting, Finance, Economics, or related field.
• 4+ years of experience in financial planning and analysis or related finance role.
• Strong analytical, problem-solving, financial modeling, and Excel skills.

Responsibilities

• Develop detailed financial analysis, forecasts, models, and reporting to support strategic business decisions.
• Serve as a trusted finance business partner to senior leadership, providing insights and objective financial perspectives.
• Support budgeting and forecasting processes while analyzing performance, trends, and variances.
• Identify opportunities to automate reporting, improve data quality, and increase efficiency across finance.
• Advise and collaborate with other analysts and cross-functional teams on strategic projects.

Skills

Analytical thinking

Problem solving

Financial modeling

Microsoft Excel

Education

Bachelor's degree in Accounting, Finance, Economics, or a related field

Job description

Why This Opportunity Stands Out

Our client is a well-established, growth-focused organization with a strong reputation for innovation, entrepreneurial thinking, and investing in its people. This

• Partner directly with senior leadership to translate complex financial data into actionable business insights.
• Build and maintain financial models that support forecasting, planning, business strategy, and decision-making.
• Take on high-visibility projects while developing your business acumen and strategic thinking.
• Leverage technology, automation, and AI to improve financial processes, reporting, and efficiency.
• Join an organization that values high performance, caring relationships, strategic foresight, and entrepreneurial thinking, while providing opportunities for continued professional growth.

Salary: $85,000 - $105,000

Why This Opportunity Stands Out

Our client is a well-established, growth-focused organization with a strong reputation for innovation, entrepreneurial thinking, and investing in its people. This Senior Financial Analyst opportunity offers the chance to move beyond traditional reporting and become a true finance business partner, providing insights that directly influence strategic decisions and business performance.

• Partner directly with senior leadership to translate complex financial data into actionable business insights.
• Build and maintain financial models that support forecasting, planning, business strategy, and decision-making.
• Take on high-visibility projects while developing your business acumen and strategic thinking.
• Leverage technology, automation, and AI to improve financial processes, reporting, and efficiency.
• Join an organization that values high performance, caring relationships, strategic foresight, and entrepreneurial thinking, while providing opportunities for continued professional growth.

Key Responsibilities

• Develop detailed financial analysis, forecasts, models, and reporting to support strategic business decisions.
• Serve as a trusted finance business partner to senior leadership, providing insights, recommendations, and objective financial perspectives.
• Support budgeting and forecasting processes while analyzing financial and operational performance, trends, and variances.
• Identify opportunities to improve processes, automate reporting, enhance data quality, and increase efficiency across finance.
• Advise and collaborate with other analysts and cross-functional teams while supporting strategic projects and initiatives.

Qualifications

• Bachelor's degree in Accounting, Finance, Economics, or a related field.
• 4+ years of experience in financial planning and analysis or a related finance role.
• Strong analytical, problem-solving, financial modeling, and Microsoft Excel skills.